Planned Giving

Make PSIA-AASI part of your will or estate plans. Please review and fill out this form.

Planned gifts to PSIA-AASI’s Education Foundation will carry forward your legacy by helping to create lifelong adventures through education for members now and in the future. 

Your gift can be made for a specific dollar amount, for a percentage, or for the balance of your estate. You can give cash, personal property, real estate, securities, insurance policies, or retirement plan assets. 

You can make a planned gift by: 

  • Naming the PSIA-AASI Education Foundation as a beneficiary in your will or trust for a percent of your cash assets. 
  • Naming the PSIA-AASI Education Foundation as a beneficiary of your retirement plan or life insurance policy.
  • Making a gift to the PSIA-AASI Education Foundation through a charitable gift annuity or charitable remainder trust.

If you’re considering a planned gift to PSIA-AASI’s Education Foundation, first meet with your attorney to draft or update your will. You can also contact us or call 303.987.9390 and we’ll help you draft the best language to achieve your goals. If you’ve already included the PSIA-AASI Education Foundation in your estate plan, please contact us so we can thank you and ensure your gift is used exactly as you intend.  Make a bequest in your will or trust by including wording such as: 

A general gift: “I give (_____dollars) (or a specific asset) (or ____percent of the rest, residue, and remainder of my estate) to the PSIA-AASI Education Foundation, a non-profit organization with offices at 133 S. Van Gordon in Lakewood, Colorado for its general purposes.”

A gift for a specific purpose: “I give (_____dollars) (or a specific asset) (or ____percent of the rest, residue, and remainder of my estate) to the PSIA-AASI Education Foundation a non-profit organization with offices at 133 S. Van Gordon in Lakewood, Colorado to be used for the following purpose: (state the purpose, e.g. women’s scholarships.)”

If you’re an executor, estate administrator, trust officer or other professional assisting with distributing assets for an estate that includes a gift to the Education Foundation, please contact us or call 303.987.9390.  

This information is not intended to provide specific advice about your estate plan or to recommend a specific course of action. Please consult your professional advisers before taking any action, then contact us or call 303.987.9390.